Ultra High Net Worth Client Advisor

Company Overview: Our client is a leading Global Multi Family Office/RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space, catering to this level of clientele from private banks or RIAs.Job Description: As a Senior UHNW Relationship Manager, you will be responsible for managing existing portfolios...

About the Role:The PWM UHNW Business Development Marketing team at Compunnel is seeking a highly skilled professional to join our team as a Business Analyst III. In this role, you will play a crucial part in supporting the Private Wealth Management and International Wealth Management teams as they engage with Ultra High Net Worth clients and prospects. Your...

Company OverviewThe Global Multi Family Office/RIA seeks a seasoned Senior UHNW Relationship Manager to cater to the Ultra High Net Worth Space. The firm focuses on providing holistic services to its clients worldwide, with over 15B AUM and growing.Compensation PackageThe estimated salary for this position is $250,000 - $350,000 per year, depending on...

About the Job">We are seeking a High-Net-Worth Tax Manager to join our team in New York City or Long Island, NY. The ideal candidate will have 8+ years of experience in tax compliance and a specialization in individual, fiduciary, estate, and gift taxation.">Key Responsibilities">Lead a team in Private Client Services, providing taxation expertise to...

Role OverviewWe are seeking a seasoned Senior Relationship Manager to join our team, focusing on Ultra High Net Worth (UHNW) individuals. The successful candidate will be responsible for acquiring, maintaining, and growing profitable long-term relationships with HNW/UHNW clients.About the RoleThis is an exceptional opportunity for a motivated individual with...

Job Overview">We are seeking a skilled Private Client Relationship Manager to join our team at Citizens. This role is perfect for individuals who thrive in a fast-paced environment and are passionate about delivering exceptional customer service.">About the Role">In this position, you will be responsible for building and maintaining relationships with high...

First Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...

About the RoleWe are seeking a highly skilled and experienced Senior Marketing Strategist to lead our Marketing and Communications team at Winged Keel Group. As a key member of our executive team, you will be responsible for developing and executing strategic marketing initiatives that drive business growth and maintain our position as a leading life...

Job Summary:Randstad is seeking a highly skilled Senior Tax Manager or Tax Manager to join our team in the NYC & Long Island, NY areas. The ideal candidate will have extensive experience in Private Client Services and be local to these areas, as this role follows a hybrid work model.Key Responsibilities:Oversight of tax planning and compliance for ultra-high...

Kforce Client OverviewKforce has a client that is seeking to hire highly skilled Tax Seniors for High Net Worth positions in New York City. The ideal candidate will have complex Individual Tax compliance experience and the ability to learn and grow in this dynamic environment. This role offers a very competitive salary, bonus, and benefits package, including...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

As a Senior Accounting Professional at Jobot, you will have the opportunity to work with high-net-worth families and individuals, providing expert accounting services and financial guidance. This is a hybrid role, offering a perfect balance between work and personal life.**About Us**Jobot is a leading national registered wealth management and institutional...

Job OpportunityA high net worth individual or principal of a real estate investment family office seeks a dedicated and professional Executive/Personal Assistant. The ideal candidate should be interested in early American history and global current events.This role offers an opportunity to work with the Principal's personal interests, including travel both...

About the RoleThis exciting opportunity will see you working closely with senior members of our corporate team across all disciplines and transaction types. As a key member of our New York office, you will play a vital role in supporting high net worth domestic and international individuals, families, family offices, and their advisors on complex corporate...

Career OpportunityBukh Law Firm, PLLC is seeking a highly skilled Family and Litigation Attorney to join our team.The successful candidate will have a proven track record of handling high net worth cases and clientele.Salary: $150,000 - $220,000 per year, commensurate with experience.About the PositionThe Family and Litigation Attorney will be responsible...

Job Description:CPR Security Services LLC is seeking a highly skilled and experienced Security Officer to join our team. This role requires the ability to protect high net worth clients from potential threats and ensure their safety at all times.Salary Estimate:$65,000 - $85,000 per yearMain Responsibilities:Protect high net worth clients from potential...

Job OverviewCrimmins Residential Staffing seeks a highly skilled Residential Facilities Manager to oversee the maintenance and operation of an ultra-high-net-worth family home in New York City.This specialized role requires discretion, adaptability, and exceptional organizational skills to ensure seamless property management.The ideal candidate will have 10+...

About the RoleWe are seeking a highly skilled and experienced Senior Tax Professional to lead our team in managing tax operations for high net worth clients.The successful candidate will be responsible for overseeing all tax preparation, submission, and management of corporate tax returns and reports. Additionally, they will develop and implement effective...

Job SummaryCitigroup, Inc. is seeking an Affluent Client Advisor to provide financial planning and wealth management services to high net worth individuals and families.Key ResponsibilitiesAs an Affluent Client Advisor, you will be responsible for:Providing comprehensive financial planning and wealth management services to high net worth clients;Identifying...

Job OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on criminal defense, matrimonial and civil matters. We are seeking an experienced NYS admitted attorney to handle Matrimonial, Family, and Litigation matters for our high net worth clientele.The ideal candidate will be well-organized, self-motivated, and reliable, with the ability to...